See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,003 | $114,381+21.5% | $107,525+29.3% | $142,382-2.4% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | -7.97% | 242.71%-250.7pp | 181.32%-189.3pp | 217.08%-225.0pp |
| Employer contribution / active EE | $1,667 | $4,015-58.5% | $3,754-55.6% | $4,299-61.2% |
| Participant deferral / active EE | $1,964 | $5,564-64.7% | $5,116-61.6% | $6,507-69.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |